Diversified Trust Co - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$350,960
+11.5%
8,5600.0%0.01%0.0%
Q3 2023$314,665
+5.6%
8,5600.0%0.01%
+9.1%
Q2 2023$297,888
+10.3%
8,5600.0%0.01%0.0%
Q1 2023$269,982
+96667.7%
8,5600.0%0.01%
-8.3%
Q4 2022$279
-99.9%
8,5600.0%0.01%0.0%
Q3 2022$261,000
+2.8%
8,5600.0%0.01%
+9.1%
Q2 2022$254,000
-17.5%
8,5600.0%0.01%0.0%
Q1 2022$308,000
-1.3%
8,5600.0%0.01%
+10.0%
Q4 2021$312,000
-2.5%
8,5600.0%0.01%
-16.7%
Q3 2021$320,000
+10.3%
8,5600.0%0.01%
+20.0%
Q2 2021$290,000
+7.4%
8,5600.0%0.01%0.0%
Q1 2021$270,000
+8.0%
8,5600.0%0.01%0.0%
Q4 2020$250,000
+23.8%
8,5600.0%0.01%
+11.1%
Q3 2020$202,0008,5600.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders